Post on 27-Mar-2020
Transforming Mobility
Patrick KollerChief Executive Officer
Major demographic transformation…
BY 2030…
◼ World population will exceed 8 billion,
up from 2.5 billion in 1950
◼ Over 60% of the world’s population
will live in cities up from 50% today
◼ 43 mega cities over 10 million people (up 30%)
with more than half in Asia
◼ Over 30% of world’s population
in China and India
◼ Seniors will represent over 25% of European and US
populations (up from 16% in 1980)
GROWING
URBANIZATION
RISING
ASIA
AGING
POPULATIONS
Creating significant challenges for society…
◼ Income inequality is at its highest level
in fifty years including in China
◼ 1 in 5 middle-income households
spend more than they earn
◼ House prices have grown three times
faster than the household median
income over the last two decades
◼ Rising health care costs for aging populations
INCOME
DISPARITIES
…and for the planet
◼ CO2 and other greenhouse gas (GHG)
emissions will cause massive disruptions
to the climate
◼ Global annual CO2 emissions increased
from 2 billion tonnes of carbon dioxide
in 1900 to over 36 billion tonnes today
◼ Emissions of GHG have already increased
global temperatures by around 1°C
since pre-industrial times
CARBON
NEUTRAL
Affordability will drive technology choices and speed of transformation
CARBON NEUTRAL MOBILITY SERVICES CONNECTIVITY
FULL ECOSYSTEM TO BE MOBILIZED FOR AFFORDABLE MOBILITY
◼ FCEV and BEV will coexist
representing around 20% of
vehicles by 2030
◼ In 2030 > 50% vehicles electrified
◼ Opportunities in product design,
smart materials, recycling
◼ Level 4/5 for fleet mobility
operators will offer affordable
urban mobility alternative
◼ About 10% of yearly total
automotive production
for Mobility as a Service in 2030
◼ New digital business models
for upgradeability, retrofit
and services across vehicle
lifetime
◼ 700 million connected cars
by 2025
Anticipating the next disruption: Carbon Neutral 2030
DESIGN FOR PLANET BUY GREEN
Energy
& waste saving
in plants
USE LESS TRANSPORT LESS
◼ Faurecia Carbon Neutral 2030 initiative covers Scopes 1, 2 and 3
excluding "use of products"
◼ Estimated 2017 emissions around 7.5 million CO2 tonnes equivalent per year
Eco-design,
recycled & bio-materials
Green partners & purchases
People & goods
CARBON NEUTRAL
Clear benefits of hydrogen energy drive investment
◼ Hydrogen is universally available giving energy
independence
◼ Few rare materials required for production
◼ Method of storing renewable energy and
transportable in existing gas networks
◼ Two production methods
◼ SMR + Carbon Capture and Storage
• 50% reduction gCO2/km vs ICE
◼ Electrolysis from renewable energy (green)
• zero emissions
◼ Comparable cradle-to-grave CO2 footprint
to BEV and improved versus ICE
Source: IEA 2019 & Faurecia estimates for BEV & FCEV Green (Renewable Energy) / *Global energy mix
Mid-size global average car
0
5
10
15
20
25
30
35
40
45
FCEVICE
T-CO2 eq
PHEV BEV 400km* BEV Green FCEV Green
Vehicle usageVariability relative to vehicle size
Vehicle cycle Assembly, disposal, recycling…Battery production & recycling
Energy production & distribution
CRADLE-TO-GRAVE CO2
FOOTPRINT
CARBON NEUTRAL
Fuel cell technology, the only solution
for commercial vehicle electrification
◼ Fuel cell more suitable for SUV, LCV, CV
◼ Superior TCO potential versus BEV
◼ Increased convenience: longer range,
short refueling time
◼ China announced 1m FCEV by 2030
◼ In 2019, all major CV players invest in fuel cell
◼ Faurecia and its new JV with Michelin will support
OEMs from component to system development
and vehicle integration
k€
FUEL CELL TCO EQUIVALENT
TO BEV POST 2025
CARBON NEUTRAL
Autonomous mobility services will be dedicated
to fleet operators in urban areas
◼ Level 4/5 for business models which make
economic sense
◼ Affordable Mobility as a Service
(MaaS) in urban areas
◼ ADAS and level 1 to 2+ will be priority
solutions for private vehicles for affordable
safety and convenience
MOBILITY SERVICES
Cockpit connectivity opens doors for new experiences
and business models
◼ Cars becoming new IOT with 90% of new cars connected in the
next few years
◼ Cockpit connectivity combined with systematic user centric
approach drive systems for immersive and personalized user
experiences
◼ Connectivity will also allow personalization through upgradable
and scalable over-the-air features with ‘pay to access’ business
model
◼ Faurecia and its ecosystem have unique market position
CONNECTIVITY
Microsoft and Faurecia partnership
Conversation with Jean-Philippe Courtois,
EVP and President, Global Sales, Marketing & Operations at Microsoft
Takeaways
◼ Carbon neutral
◼ Transformation of “cradle-to-grave” processes for carbon neutrality
◼ FCEV to accelerate as only alternative for Commercial vehicles electrification*
◼ Mobility services
◼ Autonomous driving reserved for BtoB business models
◼ ADAS up to Level 2+ for improved convenience and safety in BtoC environment
◼ Connectivity
◼ User experience for productivity and immersive entertainment in vehicle
◼ New business models for upgradability, retrofit and connected services
AFFORDABLE MOBILITY DRIVING BUSINESS MODELS AND TECHNOLOGY TRANSFORMATION
Faurecia #CES2020
◼ Sustainable Mobility
◼ Full range of fuel cell stack systems & homologated
hydrogen storage systems (350 and 700 bars)
◼ Renault Master Z.E. fuel cell electric vehicle
◼ ADAS technologies for autonomous parking
◼ E-mirror for CO2 reduction & battery range extension
◼ Cockpit of the Future
◼ “My Cockpit of the Future”: a fully integrated versatile
and intelligent Ford F150 interior
◼ Personalized sound experiences including Devialet,
smart headrest and active noise cancellation
◼ Immersive and connected experiences for
multimedia, gaming and working